TriMerge Tax

TriMerge Tax We can help you find solutions to help build your future! Miami based IRS Tax Problem Solvers and Tax Preparation. Don't pay more tax than you legally owe!

TriMergeTax provides a full range of tax preparation and planning services, our focus is on tax problem solving, we can help you with your tax questions and concerns. Our niche is in guiding you through tax controversy which includes but is not limited to, tax disputes, tax collection, tax appeal, tax audit management, identity theft, prior period returns, amended returns, offer in compromise, ins

tallment agreements and more. We are open year round from either our Downtown or North Dade location. History

Established in 2009. TriMergeTax, based in Miami, Florida, provides a full range of tax preparation and planning services, our focus is on tax problem solving. We also offer accounting, bookkeeping, and business consulting services. Meet the Manager

Gerri L. Gerri has been providing tax planning and advisory services to individuals, businesses and non profit organizations for over 15 years. She holds a Bachelor's in Business Administration with a concentration in Accounting from Howard University in Washington, DC and a Masters of Science in Taxation from the University of Miami, Go Canes! "We are forwarding thinking; we help people get the solutions needed to solve their problems. This helps them plan for the future. I have been helping people by preparing their tax returns with much needed advice since high school, over 20 years ago; this is my passion, helping people with sound advice." The team at TriMergeTax is one of experience and one that can help, we can assist you every step of the way, from the on the go professional to the growing family or retiree. Visit our website to learn more!

The portability election allows a surviving spouse to apply the deceased spouse's unused lifetime estate tax exclusion a...
09/03/2024

The portability election allows a surviving spouse to apply the deceased spouse's unused lifetime estate tax exclusion amount to their own transfers during life or at death, potentially reducing the amount of the surviving spouse's estate that is subject to estate tax.

The Form 706, also known as the United States Estate (and Generation-Skipping Transfer) Tax Return, is a critical document in estate planning and tax management.

09/03/2024

Discover the essentials of inheritance taxes in our latest video, where we break down the differences between estate and inheritance taxes and who is responsible for paying them. If you have any questions or need personalized advice, don't hesitate to contact this office for expert assistance.

TriMergeTax - Some Friday tax knowledge for our friends and colleagues.
08/30/2024

TriMergeTax - Some Friday tax knowledge for our friends and colleagues.

The tax implications of being an equitable owner are significant, as they enable taxpayers to benefit from deductions th...
08/29/2024

The tax implications of being an equitable owner are significant, as they enable taxpayers to benefit from deductions that would otherwise be unavailable. Understanding equitable ownership and its tax implications can help taxpayers make informed decisions about property ownership and maximize their tax benefits.

Equitable ownership refers to the situation where an individual possesses the benefits and burdens of ownership of a property, even though they do not hold the legal title.

Here are the September 2024 Business Due Dates
08/28/2024

Here are the September 2024 Business Due Dates

Are you earning money on Twitch or competing in major esports competitions? If so, the tax tips in this guide are for yo...
08/28/2024

Are you earning money on Twitch or competing in major esports competitions? If so, the tax tips in this guide are for you. Read more now.

Wednesday Wisdom and TriMergeTax = Success
08/28/2024

Wednesday Wisdom and TriMergeTax = Success

Here are the September 2024 Individual Due Date Reminders
08/27/2024

Here are the September 2024 Individual Due Date Reminders

Here are the September 2024 Individual Due Dates

High-income taxpayers are limited in the annual amount they can contribute to a Roth IRA. However, they can circumvent t...
08/27/2024

High-income taxpayers are limited in the annual amount they can contribute to a Roth IRA. However, they can circumvent the income limitations by first making a traditional IRA contribution and then converting it to a Roth IRA. Caution: serious pitfalls associated with this maneuver can result in unexpected taxable income.

Taxpayers are limited in the annual amount they can contribute to a Roth IRA.

08/26/2024

Are you having an abnormally low-income year? In this video, we share 7 effective methods to optimize your tax situation, including leveraging IRA conversions and capitalizing on the zero capital gains tax rate. Stay tuned to learn how you can make the most of your financial circumstances and potentially reduce your tax liability.

Here's some motivation for your Monday from TriMergeTax
08/26/2024

Here's some motivation for your Monday from TriMergeTax

Artists, writers, and designers can deduct marketing and promotion expenses like website hosting, advertising, and portf...
08/24/2024

Artists, writers, and designers can deduct marketing and promotion expenses like website hosting, advertising, and portfolio development.

Address

39 NW 166 Street Suite #1
Miami, FL
33169

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm
Saturday 10am - 4pm

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